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Next Financial Group’s Franklin US Core Bond ETF FLCB Stock Holding History

Next Financial Group’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$21K Hold
837
– – ﹤0.01% 1861
2021
Q3 		$21K Hold
837
– – ﹤0.01% 1777
2021
Q2 		$21K Hold
837
– – ﹤0.01% 1719
2021
Q1 		$21K Hold
837
– – ﹤0.01% 1620
2020
Q4 		$22K Buy
837
+365
+77% +$9.57K ﹤0.01% 1508
2020
Q3 		$12K Buy
+472
New +$12.5K ﹤0.01% 1570

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Next Financial Group's FLCB Position: Q4 2021 in Review

Next Financial Group held its Franklin US Core Bond ETF (FLCB) position steady in Q4 2021 at 837 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Next Financial Group first reported a position in FLCB in Q3 2020 and has held it in 6 quarters since. The position peaked at $22K in Q4 2020. 24 funds tracked by Wall St. Rank hold FLCB as of Q4 2021.

  • Next Financial Group held 837 shares of Franklin US Core Bond ETF worth $21K as of Q4 2021.
  • Next Financial Group left its Franklin US Core Bond ETF share count unchanged in Q4 2021.
  • Franklin US Core Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1861 holding.
  • Next Financial Group first reported a position in Franklin US Core Bond ETF in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Franklin US Core Bond ETF position peaked at $22K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.